Spending Review – are wealth taxes on the horizon?
At a glance Labour’s first Spending Review in 18 years was long awaited but had few surprises. But
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17th June 2025
10th June 2025
Build your business on solid foundations – don’t overlook the business basics of management and control
ouis Cooper, Board, Governance and Risk Advisor at Elephants Child, provides insight and a range of practical ideas
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4th June 2025
What is the seven year rule in Inheritance Tax?
At a glance Not all inheritances happen once you’ve died. Gifting larger sums of money to loved ones
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4th June 2025
Overcoming market access and competition challenges to grow your business
At a glance Several key factors can affect or restrict the ability of a small or medium-sized enterprise
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20th May 2025
Navigating the summer holidays as a small business owner
At a glance As a small business owner, taking time off is essential not just for your well-being,
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9th March 2023
Recommendations: Can we help your family, friends or colleagues achieve financial peace of mind?
At Mercer & Associates, we value our clients and are always looking for ways to grow our business
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3rd May 2022
Picking and choosing: Active management as an investment belief
A look at how active management can help create positive client outcomes In February, Meta (formerly Facebook) crashed
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10th February 2022
Support with Divorce
We know divorce can never truly be easy, when emotions are high the details can seem overwhelming. We
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1st February 2022
Mercer & Associates named ‘top multi-adviser practice in the Liverpool area’
We are thrilled to announce that St. James’s Place Wealth Management have named Mercer & Associates the top
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18th September 2021
Preparing for the future
We can’t predict the future, but we can prepare. This short video explores how at Mercer & Associates
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